Jerome Mccarthy III is a CFP® and Series 65 registered advisor with Brighton Jones LLC in Seattle, WA, where he has worked since 2003, accumulating 21 years of industry experience. He provides financial planning and wealth management services within a multi-team firm environment. Brighton Jones serves individual, high-net-worth, and family-office clients, offering comprehensive wealth management, financial planning, and family office support through multiple operating brands. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by its affiliated subsidiary ecosystem including a trust company and private investment funds.

Amanda Short is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at the University of Washington and Gregory Seahurst Swim Club. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with discretionary and non-discretionary advisory services, managed accounts, and financial planning. The firm’s investment approach emphasizes diversification and managing downside risk through a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments.

Christine Opp is a CFP®, CFA®, and Series 65-licensed financial advisor with 14 years of industry experience. She has worked at Freestone Capital Management, LLC since 2014. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed models, third-party sub-advisers, and alternative investments.

Paul Ferguson is a financial advisor with American Independent Securities Group, LLC in Edmonds, WA. He holds the ChFC® designation and securities licenses Series 63 and 65, and has 32 years of industry experience. Prior to joining American Independent Securities Group in 2007, he worked at Equitable Advisors and Mony Securities Corporation. Outside his advisory role, he is involved in health and dental insurance sales and owns a marketing business focused on lifestyle magazine advertising. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Steven Phelps is a CFA® and CIC credentialed advisor with 39 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016 and serves on the Board of Directors for C.D. Stimson Company, where he participates in the Budget and Audit Committee. Badgley Phelps Wealth Managers provides personalized wealth and investment management along with financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process focused on asset allocation and multi-strategy portfolio construction, offering a range of discretionary management and financial planning services.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Thomas Bakamus is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at PKS Investments, LPL Financial, Triad Investment Management, and Russell Investments. Merit Financial Group is a multi-team SEC-registered advisory firm providing asset management, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with customizable model portfolios and utilizes both internal management and third-party sub-advisers.

Luke Roe is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lululemon and Northwestern Mutual. Roe’s background also includes roles outside of finance, such as positions at Glendale Country Club and Camp Tecumseh. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach, discretionary portfolio management, and access to private and public investment opportunities, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Pierson Zahn is a financial advisor at Coldstream Wealth Management with a Series 65 designation and four years of industry experience. He previously worked at Blue Water Wealth and has held various other roles in both financial and non-financial settings. Coldstream Wealth Management is an SEC-registered investment adviser managing approximately $13.9 billion in assets and serving individuals, high-net-worth families, corporate retirement plans, endowments, and other institutional clients. The firm employs a team-based wealth management approach supported by an internal Investment Strategy Group and offers a range of services including portfolio management, financial and retirement planning, and fiduciary services.

Scott Moser is a CFP® with six years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. He previously worked at CliftonLarsonAllen Wealth Advisors, Northwestern Mutual, and has held roles related to financial services and academic work at the University of Wisconsin-Madison. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm employs a whole-balance-sheet approach for its Personal CFO clients and supports a range of public and private investment allocations through its affiliated entities.

Soren Erickson is a CFA® charterholder with 14 years of industry experience. He is currently with Badgley Phelps Wealth Managers and has previously worked at Steward Partners Global Advisory, Umpqua Investments, and several other firms. Badgley Phelps Wealth Managers provides personalized wealth and investment management as well as financial planning to a diverse client base, including individuals, families, corporations, retirement plans, endowments, and foundations. The firm’s investment approach combines disciplined asset allocation with multi-strategy portfolio construction and offers a range of services including discretionary portfolio management and access to affiliated tax, insurance, and credit solutions.

William Mayer is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA. He holds a Series 65 designation and has five years of industry experience, including prior roles at Northern Trust Asset Management and Brown Brothers Harriman & Co. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and offers access to private funds alongside integrated financial and estate planning services.

Anallely Valdez Johnson is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Brighton Jones, she worked for the College Success Foundation for several years. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering solutions such as discretionary and non-discretionary portfolio management, tax preparation, real-estate consulting, and family office support through multiple operating brands.

Carolyn Grabiel is a financial advisor at Coldstream Wealth Management in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Coldstream, she worked at JabuMind for six years and has experience in education at Corona Del Mar High School. Coldstream Wealth Management is an SEC-registered adviser managing approximately $13.9 billion in assets and serving individual and institutional clients, including high-net-worth families and corporate retirement plans. The firm uses a team-based approach supported by an internal Investment Strategy Group, offering portfolio management, financial planning, and retirement plan services.

Steven Hanks is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked with Brighton Jones LLC since 2012 across multiple roles. Brighton Jones LLC offers wealth management and financial planning services to individuals, high-net-worth clients, and family offices, emphasizing a whole-balance-sheet approach through its Personal CFO and OpenPlan offerings. The firm combines discretionary portfolio management with access to public and private investments and is supported by affiliated entities providing trust, legal, and private fund management services.

Clare Dandridge is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Rockefeller Financial LLC and Northwestern Mutual. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies and tax-aware direct indexing.

Garrick Gowing is a financial advisor with B. Riley Wealth Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with National Securities Corporation for 27 years before joining B. Riley Wealth Advisors in 2005 and B. Riley Wealth Management in 2022. He also serves as a senior account executive and agent in variable and term life insurance sales. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Susan Zurek is a financial advisor at LNW with 11 years of industry experience. She holds a Series 65 designation and has worked at LNW Wealth Management, LLC since 2014, continuing with Laird Norton Wetherby Wealth Management, LLC from 2025. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm’s investment approach emphasizes customized policy statements, global diversification, active manager due diligence, and tailored portfolios that incorporate tax-aware decision making and alternative investments.

Tegan Yuasa is a financial advisor at Freestone Capital Management, LLC with one year of industry experience. Prior to joining Freestone, Yuasa worked at Bank of America and Merrill. Outside of financial advising, Yuasa is involved as an officer at Nao Nutrition, a company that develops and sells nutritional protein supplements, and also works as a personal trainer at the Stroum Jewish Community Center. Freestone Capital Management is a comprehensive wealth management firm managing approximately $14.5 billion for around 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private investment vehicles, utilizing a combination of internally managed portfolios, third-party sub-advisers, alternative investments, and a focus on downside risk.

Shelby Eckhardt is a financial advisor at Northwest Asset Management with 21 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 17 years before joining Northwest Asset Management in 2019. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach, applying Modern Portfolio Theory and strategic asset allocation to construct diversified portfolios, and offers a range of services including investment management, retirement and financial planning, and ERISA consulting.